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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,118 | $106,524-70.8% | $152,301-79.6% | $87,485-64.4% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.4%+5.1pp | 68.9%+18.6pp |
| Annual return | 20.47% | 26.89%-6.4pp | 80.50%-60.0pp | 26.06%-5.6pp |
| Employer contribution / active EE | $0 | $3,371-100.0% | $4,624-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $11,085 | $6,525+69.9% | $8,004+38.5% | $4,274+159.4% |
| Admin fee / account holder | $3,286 | $8,287-60.4% | $14,398-77.2% | $7,775-57.7% |